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Current Employers
A Smarter Way To Invest

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-02-29
  • MI RA
    APPROVED
    Since 2024-02-29

Branch Locations

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Simplyria Advisor Network

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-21
  • MI RA
    APPROVED
    Since 2023-03-21

Branch Locations

1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian Pointe Private Wealth Management Brighton MI 02/2020 12/2022
Trackman Inc. Scottsdale AZ 07/2015 01/2020
A Smarter Way To Invest, Inc. Brighton MI 02/2024 Present
Caitlin John, Llc Brighton MI 01/2022 Present
Entry Point Advisor Network Brighton MI 02/2020 Present
Self Employed Brighton MI 02/2020 Present
  • 02/2020 → 12/2022
    Guardian Pointe Private Wealth Management
    Brighton, MI
  • 07/2015 → 01/2020
    Trackman Inc.
    Scottsdale, AZ
  • 02/2024 → Present
    A Smarter Way To Invest, Inc.
    Brighton, MI
  • 01/2022 → Present
    Caitlin John, Llc
    Brighton, MI
  • 02/2020 → Present
    Entry Point Advisor Network
    Brighton, MI
  • 02/2020 → Present
    Self Employed
    Brighton, MI
Previous Registrations
  • 2020-02-20 → 2022-12-20
    Guardian Pointe Private Wealth Management, Llc
    Brighton, MI
Other Businesses

1) Entry Point Advisor Network; Investment-related; 1024 E. Grand River STE B, Brighton, MI 48116; This business is a one-stop service provider for insurance agents and investment advisors to which access is provided to products, tools, and support in insurance and financial services for supporting their business needs; Director of Compliance & Operations; 02/2020. Approximately 120hrs per month, all during securities trading hours, to this business; Compliance and operations oversight, advisor support.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-13
  • S65 Uniform Investment Adviser Law Examination
    2020-02-13
Designations
Other Names
  • Nathan D Meyer

View on SEC IAPD

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